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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,840 | $106,115+42.1% | $85,969+75.5% | $125,389+20.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 7.10% | 13.93%-6.8pp | 9.32%-2.2pp | 282.24%-275.1pp |
| Employer contribution / active EE | $2,008 | $4,537-55.7% | $3,474-42.2% | $4,866-58.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $916 | $8,144-88.8% | $6,053-84.9% | $9,541-90.4% |